In this episode, Joseph Lesser shares his journey to Regional Sales Director at Courser and the purpose-driven mindset that guides his leadership. Grounded in faith and shaped by mentorship, Joseph reflects on the shift from individual contributor to people leader and the lessons that helped him grow. He fosters a culture of trust, feedback, and accountability where team members feel seen, supported, and challenged.

Key Takeaways:

• Bold action and initiative can open doors that talent alone cannot
• A curious mindset fuels personal growth and drives long-term success
• Leading others requires shifting focus from performance to purpose
• Trust and feedback are the foundation of strong, connected teams

Chapters:

• 00:00 - Introduction
• 05:05 - A Bold Ask
• 08:19 - Growing Roles
• 14:43 - Faith and Conviction
• 22:42 - Grounded Leadership

Listen to our podcasts at:

https://www.shorecp.university/podcasts

There you will also find our other Everyday Heroes episodes, alongside our series Microcap Moments and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore Capital University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

Blog: https://www.shorecp.university/blog

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, we sit down with Chris Dardi, an alumnus of the CXO Fellows Program who was CFO of Behavioral Innovations at the time of recording and now serves as COO. Chris shares why he left financial due diligence to build something bigger, how he navigated the leap into healthcare, and the mindset shifts that helped him succeed. He reflects on lessons learned during his time as a CXO, the demands of leading through an exit as CFO, and the importance of process, adaptability, and knowing how to focus when everything feels urgent.

Key Takeaways:

• Learning the business from the ground up builds credibility, accelerates impact, and helps new leaders drive meaningful change
• Opportunities often come disguised as problems, and tackling unglamorous challenges creates momentum and visibility in microcap environments
• Process, discipline, and adaptability are essential skills for CXOs stepping into new industries or scaling companies through rapid growth
• Exit readiness is an ongoing effort that starts with how the business is built, not when a banker is hired, and it requires tight operations, clear data, and a compelling story

Chapters:

• 00:00 - Introduction
• 05:27 - Discovering Purpose in the Mission
• 09:00 - Learning Fast and Building Structure
• 13:40 - Leading Through Change
• 21:04 - Lessons in Leadership

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore Capital University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, Anderson Williams, Principal of Talent Development, is joined by Jackson Sprayberry, Director of Talent Development, and Ben Gilbert, Associate of Talent Development, to share how Shore University customizes talent development to meet the unique needs of each portfolio company. They explore how surface-level requests like conflict resolution or performance management often reveal core challenges with communication, accountability, and time management. Through examples including mentorship programs, frontline development, and shift manager coaching, the team highlights how they tailor content and delivery formats to drive real impact. They also discuss tools in development, such as case studies and a Train the Trainer model, designed to scale learning while keeping it deeply contextual.

Key Takeaways:

• Strategic questioning during early conversations helps uncover root issues, like conflict resolution, communication breakdowns, and unclear expectations
• Custom programs are co-created with portfolio leaders to support goals like performance management rollouts, mentorship launches, and frontline customer training, all tailored to team needs and company context
• Mindset shifts, such as moving from captain to coach or working in the business to working on it, are essential for leaders in fast-growing environments
• Clarifying the distinction between feedback and accountability helps managers create lasting behavior change and stronger team performance

Chapters:

• 00:00 - Introduction
• 06:36 - Leadership Mindset Shifts
• 10:56 - Customized Solutions
• 15:42 - Feedback vs Accountability
• 21:19 - Creating Scalability

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore Capital University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.